+39.7%
HAL vs A
+15.4%
+24.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.7% |
| 7D | -12.0% | -0.1% | -11.9% | -12.0% |
| 30D | +0.3% | +3.4% | -3.1% | -0.6% |
| 3M | -1.6% | +23.8% | -25.4% | -7.4% |
| 6M | -20.5% | +49.0% | -69.5% | -29.8% |
| YTD | +14.2% | +29.4% | -15.2% | +5.3% |
| 1Y | +18.9% | +19.4% | -0.5% | +12.4% |
| 3Y | -13.7% | +66.2% | -79.9% | -29.2% |
| All | +39.7% | +15.4% | +24.4% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded A wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling